Relationship Manager
WealthsimpleFull Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
The ideal candidate will have a strong background in financial services and a commitment to exceptional client service. Fluency in English is essential, with proficiency in additional languages being a valuable asset. The role requires openness and availability for travel to attend regional events and meet clients in person.
The Relationship Manager will drive business growth by acquiring high-quality leads, focusing on High-Net-Worth individuals and Institutional clients. Key responsibilities include identifying and qualifying new business opportunities, introducing qualified leads to internal teams for onboarding, and acting as the primary point of contact during the initial client journey. The role involves understanding client needs, demonstrating Xapo's products, and ensuring client needs are met throughout their lifecycle. Additionally, the Relationship Manager must stay informed about industry trends, represent Xapo at events, network actively, and report on key performance indicators while adhering to compliance requirements.
Digital banking platform for cryptocurrency management
Xapo provides digital banking services that focus on managing and storing money using Bitcoin and other cryptocurrencies. The platform allows users to buy Bitcoin, store it securely in ultra-secure Vaults, and manage their funds easily through a user-friendly app. Xapo is designed for both individuals and businesses, offering a fast and secure way to send and receive money globally, making it particularly useful for cross-border transactions. Unlike traditional banks, Xapo emphasizes high-security measures and accessibility, catering to users in both developed and developing countries. The company's goal is to democratize money and empower people by breaking down financial barriers and creating new opportunities for everyone.